Understanding the manager role in LearnCore

Updated November 05, 2018 22:19

What's in it for you

The best sales managers are those that support their team’s performance and development. LearnCore allows you to do this by providing you the tools you need to develop training that is specific to your team, and the capability to provide timely and valuable coaching and feedback that helps them improve their selling process. Managers are usually team leaders or sales managers within your organization that are responsible for a small team of sales reps. Managers can be assigned to multiple teams depending on their position within the organization, and the level of responsibility you want to give them. Managers are restricted to interacting only with users in those groups.

The manager role in LearnCore utilizes groups. Rather than apply a field or tag to a user that represents their manager, LearnCore's manager permission is bound to the group that they manage. Members of that group are the sales reps that the manager can see in reporting and evaluate for Test/Pitch IQ submissions. This makes it easier to transfer if a manager changes roles and allows for more complex relationships, for example, if a manager oversaw multiple groups or a user reported to multiple managers.

As a manager, you will need to be assigned to the appropriate user group(s) by an Admin.

Key features

LearnCore management functions enabled for your specified user groups

Create and assign courses for your team

Provide coaching and feedback for your team’s Pitch IQ submissions

Shared reports will be filtered to just the people you manage

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Manager-level access granted by an admin

Assignment to the user groups you will manage

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Assign courses to your user group(s)

Review your team's Pitch IQ submissions

View and export reports related to your user group(s)

Understand how it works

For the user groups that you manage, you have the following permissions:

Create, assign, and edit your own courses

Manage tests

Review and score Pitch IQ submissions

Reporting specific to groups you manage

Think of a manager in two ways: creating groups to assign courses and matching learners to their respective managers for coaching. For example, if group Enterprise has 2 managers and group Mid-Market has 4 managers you would probably opt to create 8 separate user groups. You would create one group for each individual manager, so 6 groups (for coaching). Plus, you would create a group for the Enterprise team and another for the Mid-Market team, so 2 more groups (for course assignment).

Manager assignments are for user groups only. This is done in the user permissions section of LearnCore for that individual who is to be made a manager. Assigning individuals to managers is not possible. For clarity, the entire group under a specific manager does not need to be assigned to a course for that manager to view individual progress within the course.

Users who have management permissions will have that displayed in their individual details in the user list.

Admins with course creation permission can add a manager to any Pitch IQ admin panel by enabling the auto-assign managers toggle to Yes. The manager(s) of those users will then be able to review the video submissions for those individuals and groups that they manage. Enabling this option will not automatically add all managers to the Pitch IQ panel by default. Only when an individual is assigned a Pitch IQ exercise and is part of a user group attached to that manager will the manager be automatically assigned to the Pitch IQ panel.

Note: You cannot individually un-assign managers from the panel once the toggle is set to Yes like you can with admins.

Because as a manager you can only view the reporting of your users you manage, any reports that include other groups will display only the data related to your users. If an admin shares a report with a manager, only the user group(s) assigned to them have visible data.